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《大行報告》大摩降中遠海控(01919.HK)評級至「減持」 目標價下調至7.8元
摩根士丹利發表研究報告,預期今年第四季至明年首季集裝箱航運運費可能持續低迷,上海出口集裝箱運價指數(SCFI)運價指數在過去九個星期內已調整50%,並於夏季旺季期間跌破2,000點,隨著現貨價格進一步調整,市場情緒可能繼續惡化。 大摩預期,行業已進入下行周期,2023至2024年市場供應壓力增加,航運股的淨現金水平可能無法支撐起估值,將中遠海控(01919.HK)投資評級由「持有」降至「減持」,並將2023至2024年經常性淨利潤預測下調3%,預計明年盈利將按年下降50%,2024年將再按年下降40%,並將中遠海控目標價相應由13.3元降至7.8元。
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